Copenbarger & Copenbarger, LLP
Plan context: Copenbarger & Copenbarger LLP 401(K) Plan
EIN 20-1284360 • Santa Ana, CA • 16 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
24
2025 Assets
$2,203,113
2025 Contributions
$129,597
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 24 | $2,203,113 | $129,597 | $5,400iApproximate average salary by contribution assumption: employee only about $134,997 at 4% or $89,998 at 6%; with 50% employer match about $89,998 at 4% or $59,999 at 6%; with 100% employer match about $67,498 at 4% or $44,999 at 6%. |
| Copenbarger & Copenbarger LLP 401(K) Plan | - | 24 | $2,203,113 | $129,597 | $5,400iApproximate average salary by contribution assumption: employee only about $134,997 at 4% or $89,998 at 6%; with 50% employer match about $89,998 at 4% or $59,999 at 6%; with 100% employer match about $67,498 at 4% or $44,999 at 6%. |
| 2024 | 1 | 30 | $2,025,819 | $169,555 | $5,652iApproximate average salary by contribution assumption: employee only about $141,296 at 4% or $94,197 at 6%; with 50% employer match about $94,197 at 4% or $62,798 at 6%; with 100% employer match about $70,648 at 4% or $47,099 at 6%. |
| Copenbarger & Copenbarger LLP 401(K) Plan | - | 30 | $2,025,819 | $169,555 | $5,652iApproximate average salary by contribution assumption: employee only about $141,296 at 4% or $94,197 at 6%; with 50% employer match about $94,197 at 4% or $62,798 at 6%; with 100% employer match about $70,648 at 4% or $47,099 at 6%. |
| 2023 | 1 | 29 | $1,668,697 | $198,501 | $6,845iApproximate average salary by contribution assumption: employee only about $171,122 at 4% or $114,081 at 6%; with 50% employer match about $114,081 at 4% or $76,054 at 6%; with 100% employer match about $85,561 at 4% or $57,041 at 6%. |
| Copenbarger & Copenbarger LLP 401(K) Plan | - | 29 | $1,668,697 | $198,501 | $6,845iApproximate average salary by contribution assumption: employee only about $171,122 at 4% or $114,081 at 6%; with 50% employer match about $114,081 at 4% or $76,054 at 6%; with 100% employer match about $85,561 at 4% or $57,041 at 6%. |
| 2022 | 1 | 29 | $1,241,679 | $185,086 | $6,382iApproximate average salary by contribution assumption: employee only about $159,557 at 4% or $106,371 at 6%; with 50% employer match about $106,371 at 4% or $70,914 at 6%; with 100% employer match about $79,778 at 4% or $53,186 at 6%. |
| Copenbarger & Copenbarger LLP 401(K) Plan | - | 29 | $1,241,679 | $185,086 | $6,382iApproximate average salary by contribution assumption: employee only about $159,557 at 4% or $106,371 at 6%; with 50% employer match about $106,371 at 4% or $70,914 at 6%; with 100% employer match about $79,778 at 4% or $53,186 at 6%. |
| 2021 | 1 | 26 | $1,354,220 | $295,507 | $11,366iApproximate average salary by contribution assumption: employee only about $284,141 at 4% or $189,428 at 6%; with 50% employer match about $189,428 at 4% or $126,285 at 6%; with 100% employer match about $142,071 at 4% or $94,714 at 6%. |
| Copenbarger & Copenbarger LLP 401(K) Plan | - | 26 | $1,354,220 | $295,507 | $11,366iApproximate average salary by contribution assumption: employee only about $284,141 at 4% or $189,428 at 6%; with 50% employer match about $189,428 at 4% or $126,285 at 6%; with 100% employer match about $142,071 at 4% or $94,714 at 6%. |
| 2020 | 1 | 23 | $896,548 | $107,993 | $4,695iApproximate average salary by contribution assumption: employee only about $117,384 at 4% or $78,256 at 6%; with 50% employer match about $78,256 at 4% or $52,171 at 6%; with 100% employer match about $58,692 at 4% or $39,128 at 6%. |
| Copenbarger & Copenbarger LLP 401(K) Plan | - | 23 | $896,548 | $107,993 | $4,695iApproximate average salary by contribution assumption: employee only about $117,384 at 4% or $78,256 at 6%; with 50% employer match about $78,256 at 4% or $52,171 at 6%; with 100% employer match about $58,692 at 4% or $39,128 at 6%. |
| 2019 | 1 | 21 | $670,330 | $88,759 | $4,227iApproximate average salary by contribution assumption: employee only about $105,665 at 4% or $70,444 at 6%; with 50% employer match about $70,444 at 4% or $46,962 at 6%; with 100% employer match about $52,833 at 4% or $35,222 at 6%. |
| Copenbarger & Copenbarger LLP 401(K) Plan | - | 21 | $670,330 | $88,759 | $4,227iApproximate average salary by contribution assumption: employee only about $105,665 at 4% or $70,444 at 6%; with 50% employer match about $70,444 at 4% or $46,962 at 6%; with 100% employer match about $52,833 at 4% or $35,222 at 6%. |
| 2018 | 1 | 15 | $471,294 | $82,148 | $5,477iApproximate average salary by contribution assumption: employee only about $136,913 at 4% or $91,276 at 6%; with 50% employer match about $91,276 at 4% or $60,850 at 6%; with 100% employer match about $68,457 at 4% or $45,638 at 6%. |
| Copenbarger & Copenbarger LLP 401(K) Plan | - | 15 | $471,294 | $82,148 | $5,477iApproximate average salary by contribution assumption: employee only about $136,913 at 4% or $91,276 at 6%; with 50% employer match about $91,276 at 4% or $60,850 at 6%; with 100% employer match about $68,457 at 4% or $45,638 at 6%. |
| 2017 | 1 | 15 | $584,897 | $75,902 | $5,060iApproximate average salary by contribution assumption: employee only about $126,503 at 4% or $84,336 at 6%; with 50% employer match about $84,336 at 4% or $56,224 at 6%; with 100% employer match about $63,252 at 4% or $42,168 at 6%. |
| Copenbarger & Copenbarger LLP 401(K) Plan | - | 15 | $584,897 | $75,902 | $5,060iApproximate average salary by contribution assumption: employee only about $126,503 at 4% or $84,336 at 6%; with 50% employer match about $84,336 at 4% or $56,224 at 6%; with 100% employer match about $63,252 at 4% or $42,168 at 6%. |
| 2016 | 1 | 14 | $421,766 | $71,507 | $5,108iApproximate average salary by contribution assumption: employee only about $127,691 at 4% or $85,127 at 6%; with 50% employer match about $85,127 at 4% or $56,752 at 6%; with 100% employer match about $63,846 at 4% or $42,564 at 6%. |
| Copenbarger & Copenbarger LLP 401(K) Plan | - | 14 | $421,766 | $71,507 | $5,108iApproximate average salary by contribution assumption: employee only about $127,691 at 4% or $85,127 at 6%; with 50% employer match about $85,127 at 4% or $56,752 at 6%; with 100% employer match about $63,846 at 4% or $42,564 at 6%. |
| 2015 | 1 | 8 | $327,211 | $47,625 | $5,953iApproximate average salary by contribution assumption: employee only about $148,828 at 4% or $99,219 at 6%; with 50% employer match about $99,219 at 4% or $66,146 at 6%; with 100% employer match about $74,414 at 4% or $49,609 at 6%. |
| Copenbarger & Copenbarger LLP 401(K) Plan | - | 8 | $327,211 | $47,625 | $5,953iApproximate average salary by contribution assumption: employee only about $148,828 at 4% or $99,219 at 6%; with 50% employer match about $99,219 at 4% or $66,146 at 6%; with 100% employer match about $74,414 at 4% or $49,609 at 6%. |
| 2009 | 1 | 12 | $233,858 | $35,223 | $2,935iApproximate average salary by contribution assumption: employee only about $73,381 at 4% or $48,921 at 6%; with 50% employer match about $48,921 at 4% or $32,614 at 6%; with 100% employer match about $36,691 at 4% or $24,460 at 6%. |
| Copenbarger & Copenbarger LLP 401(K) Plan | - | 12 | $233,858 | $35,223 | $2,935iApproximate average salary by contribution assumption: employee only about $73,381 at 4% or $48,921 at 6%; with 50% employer match about $48,921 at 4% or $32,614 at 6%; with 100% employer match about $36,691 at 4% or $24,460 at 6%. |
| 2008 | 1 | 16 | $273,704 | $54,422 | $3,401iApproximate average salary by contribution assumption: employee only about $85,034 at 4% or $56,690 at 6%; with 50% employer match about $56,690 at 4% or $37,793 at 6%; with 100% employer match about $42,517 at 4% or $28,345 at 6%. |
| Copenbarger & Copenbarger LLP 401(K) Plan | - | 16 | $273,704 | $54,422 | $3,401iApproximate average salary by contribution assumption: employee only about $85,034 at 4% or $56,690 at 6%; with 50% employer match about $56,690 at 4% or $37,793 at 6%; with 100% employer match about $42,517 at 4% or $28,345 at 6%. |
| 2007 | 1 | 14 | $0 | $0 | - |
| Copenbarger & Copenbarger LLP 401(K) Plan | - | 14 | - | - | - |
| 2006 | 1 | 21 | $325,393 | $76,916 | $3,663iApproximate average salary by contribution assumption: employee only about $91,567 at 4% or $61,044 at 6%; with 50% employer match about $61,044 at 4% or $40,696 at 6%; with 100% employer match about $45,783 at 4% or $30,522 at 6%. |
| Copenbarger & Copenbarger LLP 401(K) Plan | - | 21 | $325,393 | $76,916 | $3,663iApproximate average salary by contribution assumption: employee only about $91,567 at 4% or $61,044 at 6%; with 50% employer match about $61,044 at 4% or $40,696 at 6%; with 100% employer match about $45,783 at 4% or $30,522 at 6%. |
| 2005 | 1 | 23 | $221,622 | $65,303 | $2,839iApproximate average salary by contribution assumption: employee only about $70,982 at 4% or $47,321 at 6%; with 50% employer match about $47,321 at 4% or $31,547 at 6%; with 100% employer match about $35,491 at 4% or $23,661 at 6%. |
| Copenbarger & Copenbarger LLP 401(K) Plan | - | 23 | $221,622 | $65,303 | $2,839iApproximate average salary by contribution assumption: employee only about $70,982 at 4% or $47,321 at 6%; with 50% employer match about $47,321 at 4% or $31,547 at 6%; with 100% employer match about $35,491 at 4% or $23,661 at 6%. |